Broker Check

Tax Doctor - Des Moines, IA

 
No One Strategy Fits Everyone Our Team Approach Understanding Your Goals Designed For You

Understanding Today's Financial Environment

Welcome, I’m Tony Mauro, President of the Tax Doctor, a financial advisor in Des Moines, IA. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.

Our professionals have years of experience in financial services. we can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.

Helpful Content

Should You Tap Retirement Savings to Fund College?

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Budgeting After a Divorce

Budgeting After a Divorce

Divorce is the second most stressful time in a person's life. Here's some tips to get through it.

When Special Care Is Needed: The Special Needs Trust

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

 

A Checklist for When a Spouse or Parent Passes

An overview of some fundamental steps when a loved one passes.

Dog Bites Neighbor. Now What?

Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

Making a Charitable Contribution

There are benefits and limitations when you decide to donate stock.

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.

View all articles arrow

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

View all calculators arrow

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

View all presentations arrow

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

View all videos arrow